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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,581 | $73,988+191.4% | $96,538+123.3% | $75,177+186.8% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 9956.55% | 26.73%+9929.8pp | 35.74%+9920.8pp | 160.75%+9795.8pp |
| Employer contribution / active EE | $637 | $2,930-78.3% | $3,740-83.0% | $2,671-76.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $304 | $5,220-94.2% | $6,737-95.5% | $5,651-94.6% |